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19:43ENJack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.
15:27ENWhat AI Engineers Do Now: Build the Loop Around AgentsAparna Dhinakaran · Arize AIAparna Dhinakaran argues that AI engineers are moving from shipping individual features to building systems that let agent teams improve them. At Arize, that means tracing agent behavior, evaluating its work against human judgment, and feeding those signals back into an always-on agent.
1:28:08ENThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedModeration: Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseModeration: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Moderation: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:37:43ENCisco wants two extra network layers so agents can share intentModeration: Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
2:12:31ENMost Caffeine users have no idea they are on a blockchainModeration: Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.
2:06:09ENOne ChatGPT query is a second in the microwaveModeration: Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Moderation: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishModeration: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
1:32:47ENA transformer co-author wants a $160 million model no company ownsModeration: Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
59:06ENInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldModeration: Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanModeration: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyModeration: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
54:53ENA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Moderation: Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
2:10:07ENA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearModeration: Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearModeration: Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
54:55ENNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsModeration: Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.
2:16:17ENA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourModeration: Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.
5:06:18ENDeepSeek's $5 million training claim and the five-year bet on computeModeration: Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
1:24:57ENA 50,000-GPU cap and a 1,700-chip loopholeModeration: Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
2:11:15ENA 50% Chance of Extinction — and a $50 GPT-4 for EveryoneModeration: Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.
55:50ENThere will not be one model. Fireworks is betting on hundreds of small expertsModeration: Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
31:04ENThe Risk Is Not China Copying. It Is America Refusing to Use the ToolsModeration: Nathan LabenzAt the 2024 Hill & Valley Forum, Alex Wang, Jack Clark, and Andrew Ng tell Senator Cory Booker that Chinese labs are inventing, open-source models are already strong, and the Pentagon’s real AI failure is under-adoption.
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